Product March 2026 - Product update
No clicks. No keystrokes. Just voice. Manage your AI assistant the same way you’d direct a team member.
March 9, 2026
AI for Financial Advisors
Your AI
Associate Advisor
Vega automates emailsnotetakingfollow-upsmeeting prepCRM updatesresearchlogging so you can spend more time with clients.
Trusted by 550+ RIA firms
Your Associate Advisor, powered by AI
Vega syncs with your email, calendar, meetings, phone, and CRM to enable intelligent automation across your entire workflow.
Email drafts
Context-aware responses drafted directly in your Outlook or Gmail thread. 3,000+ emails drafted for advisors every day.
Meeting intelligence
Automated pre-meeting preparation sheets, post-meeting summary notes, and follow-up emails.
Workflow automation
Automatic activity logging, record updates, and task management across your tech stack. No manual data entry.
Chat assistant
Ask Vega anything about your clients, firm, or markets. Multiple specialized AI agents deliver accurate, personalized answers.
What advisors are saying
Our team starts and ends the day with Vega. We synced our Outlook and Zoom and got value immediately, and we can connect the dots instantly by chatting with Vega. Meeting reviews have risen to a next level. Absolute game changer for client relationships.
Christopher K. Griffith
Co-Founder, Stablepoint Partners
Vega has completely changed the way I run my business. I have been able to cut the amount of time necessary for meeting prep in half with the Vega chat. I also use it as an alternative to using Google and ChatGPT. I can obtain information within my practice rather than asking my assistant or paraplanner. I've since reallocated that time towards onboarding new clients and hiring an office manager. I thought those would be at least another 12-18 months further out on my roadmap.
Eric Amzalag
CEO, Peak Financial Planning
Vega in Outlook feels like a superpower. It's fast, accurate, and impressively personal. It saves me so much time and gives me confidence that I'm always putting my best foot forward. Special shoutout to the investment and tax insights. Always reliable and spot-on.
Jason Weaver
Managing Partner, Weaver Consulting Group
Your AI layer
Vega sits between your tools — pulling in data, pushing out results.
Zoom
Meetings
Outlook
Salesforce
CRM
Gmail
Email drafts
Wealthbox
CRM updates
Redtail
CRM sync
Meetings
CRM
Vega AI
Email drafts
CRM updates
CRM sync
Enterprise-grade security
Your data is protected by independently audited security controls. We never sell your data.
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From the blog
Insights on AI, productivity, and the advisory industry.
Product 
Product February 2026 – Product update
We've released "Memories" and an integration with the best speech-to-text model in the world. Next month, we launch document processing for tax and portfolio analyses, a Google Chrome extension, and the first agentic system to update CRM data and manage emails.
February 2, 2026
Product January 2026 – Product update
We released updates that could save you about 5 extra hours a month.
January 5, 2026
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